A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,457 shares of SUSC stock, worth $260,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,457
Previous 11,103 3.19%
Holding current value
$260,303
Previous $252,000 7.94%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$22.51 - $23.92 $7,968 - $8,467
354 Added 3.19%
11,457 $272,000
Q2 2024

Jul 29, 2024

SELL
$22.25 - $22.94 $94,406 - $97,334
-4,243 Reduced 27.65%
11,103 $252,000
Q1 2024

May 14, 2024

BUY
$22.66 - $23.29 $7,727 - $7,941
341 Added 2.27%
15,346 $352,000
Q4 2023

Feb 14, 2024

BUY
$21.11 - $23.38 $1,329 - $1,472
63 Added 0.42%
15,005 $349,000
Q3 2023

Nov 30, 2023

BUY
$21.72 - $22.83 $324,540 - $341,125
14,942 New
14,942 $325,000
Q2 2023

Aug 07, 2023

BUY
$22.41 - $23.18 $335,612 - $347,143
14,976 New
14,976 $340,000

Others Institutions Holding SUSC

About ISHARES TR ESG AWARE USD CORPO


  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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